CIK: 0001587192
申報總市值
US$5.9億
僅顯示前 200 大持股（共 318 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 5.48% | — | +622.04% | |
| 2 | XLE | Ss Energy Select Sector | ETF-其他 | 4.96% | +0.51% | -0.87% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.60% | -0.70% | -10.91% | |
| 4 | DFIC | Dimensional International Co | ETF-其他 | 4.24% | — | — | |
| 5 | SCHW | Schwab (charles) CORP | 股票-金融 | 4.10% | -0.38% | +0.24% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.46% | +0.91% | +1966.94% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.28% | — | +14988.70% | |
| 8 | FDX | Fedex CORP | 股票-工業 | 3.03% | +0.04% | +2.81% | |
| 9 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.82% | -0.25% | +1.15% | |
| 10 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 2.78% | — | +10.96% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.76% | -0.32% | -0.54% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.75% | — | +13.14% | |
| 13 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 2.68% | — | -6.82% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 2.50% | -0.38% | +55.52% | |
| 15 | C | Citigroup INC | 股票-金融 | 2.33% | — | +2.92% | |
| 16 | MU | Micron Technology INC | 股票-科技 | 2.18% | -0.55% | +4.23% | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 2.09% | -0.42% | +1.35% | |
| 18 | COF | Capital One Financial CORP | 股票-金融 | 2.02% | -0.80% | +0.91% | |
| 19 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.98% | — | — | |
| 20 | QCOM | Qualcomm INC | 股票-科技 | 1.95% | — | +3.21% | |
| 21 | AMAT | Applied Materials INC | 股票-科技 | 1.92% | +0.24% | +4.00% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.58% | -0.39% | +138.15% | |
| 23 | GS | Goldman Sachs Group INC | 股票-金融 | 1.57% | -0.67% | -1.92% | |
| 24 | FISV | Fiserv INC | 股票-其他 | 1.57% | +0.35% | -7.67% | |
| 25 | WY | Weyerhaeuser Co | 股票-房地產 | 1.55% | +0.08% | -10.73% | |
| 26 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.51% | — | -6.37% | |
| 27 | UBER | Uber Technologies INC | 股票-工業 | 1.45% | -0.35% | -12.98% | |
| 28 | BKR | Baker Hughes Co | 股票-能源 | 1.41% | +0.21% | +2.10% | |
| 29 | TMUS | T-mobile US INC | 股票-通訊服務 | 1.32% | — | -46.30% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 1.31% | — | +1.92% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.30% | — | — | |
| 32 | FCX | Freeport-mcmoran INC | 股票-原物料 | 1.30% | +0.11% | +1.98% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | — | -0.12% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.19% | — | -0.19% | |
| 35 | DHI | Dr Horton INC | 股票-循環性消費 | 1.16% | — | +8.18% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | -0.35% | -0.10% | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.89% | — | -2.92% | |
| 38 | CNH | CNH Industrial N.V. | 股票-工業 | 0.85% | +0.11% | +136.52% | |
| 39 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.73% | +0.08% | +0.79% | |
| 40 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.65% | — | +0.83% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | +0.11% | +1.63% | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.50% | — | -55.57% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.50% | — | +24.69% | |
| 44 | AA | Alcoa CORP | 股票-原物料 | 0.45% | — | +11.67% | |
| 45 | SLB | Slb LTD | 股票-能源 | 0.45% | +0.12% | +0.61% | |
| 46 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.44% | -0.29% | — | |
| 47 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.42% | — | — | |
| 48 | HON | Honeywell International INC | 股票-工業 | 0.41% | — | — | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.38% | +0.90% | +1900.00% | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.37% | — | — |